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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: semiconeng who wrote (167879)	7/10/2002 2:06:22 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

No doubt, Cuts throughput way down, but remember, Phase Shifting is used only on the Critical Layers, and Eliminating it would cost Millions in Stepper Costs for 0.13u at this point. I doubt intel has "Eliminate Phase Shifting" at the top of their Cost Reduction roadmap. No it's not at the top of the list. That's because Intel still has competition. The question was what would Intel do to reduce costs if there was no competition. No competition -> no need for highest speeds. No need for highest speeds -> no need for phase shifting. No phase shifting -> faster thru-put. Faster thru-put -> lower cost. But then again either way, it's all speculation...... ... Right? Yup, until there's no competition... <G> EP

To: semiconeng who wrote (167879)	7/10/2002 8:02:05 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Elmer and Semi, A simple point, get a couple of engineers involved, and it turns into a quagmire of tech speak <g>. I was just thinking more units (AMD's) against the same fixed costs make better gross margins. Add a slight cut in marketing dollars that go to the bottom line. A nice fantasy, but AMD is still viable. In the 1st or 2nd quarter we should know where they stand, if there are marketing or manufacturing issues with Hammer/Opteron, the death spiral may begin in earnest (at least in microprocessors). The biggest social impact of a world without AMD would be the 1000's of Droids wandering the streets in dazed disbelief. John